See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,953 | $54,350-72.5% | $82,719-81.9% | $68,494-78.2% |
| Participation rate | 19.2% | 63.9%-44.7pp | 72.6%-53.3pp | 67.9%-48.7pp |
| Annual return | -18.79% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $310 | $2,218-86.0% | $3,009-89.7% | $2,596-88.1% |
| Participant deferral / active EE | $361 | $3,246-88.9% | $4,395-91.8% | $4,027-91.0% |
| Admin fee / account holder | $123 | $4,395-97.2% | $5,329-97.7% | $5,403-97.7% |